ZIG
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Zullo Investment Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Zullo Investment Group’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-96
Closed -$4.08K – 628
2022
Q4 		$4.08K Hold
96
– – ﹤0.01% 625
2022
Q3 		$4K Buy
96
+22
+30% +$933 ﹤0.01% 633
2022
Q2 		$3K Buy
74
+2
+3% +$87 ﹤0.01% 694
2022
Q1 		$3K Buy
72
+7
+11% +$327 ﹤0.01% 721
2021
Q4 		$3K Buy
+65
New +$3.17K ﹤0.01% 727

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Zullo Investment Group's SPMD Position: Q1 2023 in Review

Zullo Investment Group sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2023, closing a stake of 96 shares — an estimated $4.08K sold.

Zullo Investment Group first reported a position in SPMD in Q4 2021 and held it in 5 quarters. The position peaked at $4.08K in Q4 2022. 434 funds tracked by Wall St. Rank hold SPMD as of Q1 2023.

  • Zullo Investment Group reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 96 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2023, an estimated $4.08K.
  • Zullo Investment Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $4.08K in Q4 2022.
  • 434 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.